Elevated Financial Management - Renton (WA)

5 /5 Cheryl Potts: Mark has been our Financial Advisor for years. He is certainly considered our friend! His extensive knowledge and awesome personality have really given us confidence in our retirement planning. He is quick to respond with any questions we have and his honesty is extra genuine as he looks out for only our best interests. We are able to sleep better at night knowing that Mark has us covered in all facets of our lives as we age. We are very lucky to have him as our Financial guide and resource!

5 /5 Brian and Ellen Kenison: Working with Mark and The Elevated Team has been a great experience. As we prepared for our retirement years, Mark and his team extra effort was made to ensure that we are investing according to our goals, and in alignment with our risk tolerance, to obtain solid returns. They take the time to ensure all our questions are thoroughly answered, so that we can make informed decisions to our financial future. We feel they really do look out for our best interest and care for our financial future.

5 /5 Kristie Barrie: We met Mark at a Social Security seminar. We learned quite a bit from this seminar. I was very concerned about our financial situation for retirement. We made an appointment with Mark, and he was able to show us a picture of what retirement will look like for us. It was a great relief to me to have this information. He has helped us move money into safer accounts. I feel so much better knowing that Mark is watching out for us.

5 /5 Donald Chambers: Working with Mark Simpson has been a great experience from the beginning. He is very knowledgeable about all aspects of investment needs. Mark is very easy to communicate with and can quickly be reached to answer any questions we may have.i would highly recommend Mark to anyone no matter what phase of there financial journey they are in.

5 /5 Tom Jardine: We were referred to Mark Stimpson as we approached our retirement years. Although I had planned and saved sufficient funds to retire, Mark was able to show us how most of our funds were in high risk stock market plans. Mark worked with us to reallocate sufficient funds into more secure, guaranteed accounts. We are now confident that our savings will continue to grow and support us throughout our retirement years.